Avantax Advisory Services’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$18.7M Buy
169,949
+25,031
+17% +$2.58M 0.1% 156
2025
Q1
$14.9M Buy
144,918
+34,332
+31% +$3.6M 0.09% 168
2024
Q4
$11.3M Buy
110,586
+28,425
+35% +$2.96M 0.07% 198
2024
Q3
$8.41M Buy
82,161
+4,610
+6% +$452K 0.06% 269
2024
Q2
$7.33M Buy
77,551
+1,156
+2% +$108K 0.05% 272
2024
Q1
$7.25M Buy
76,395
+72,951
+2,118% +$6.59M 0.06% 232
2023
Q4
$302K Buy
3,444
+278
+9% +$22.6K ﹤0.01% 1231
2023
Q3
$249K Buy
3,166
+30
+1% +$2.46K ﹤0.01% 1300
2023
Q2
$255K Buy
+3,136
New +$246K ﹤0.01% 1269
2020
Q4
Sell
-3,895
Closed -$234K 1054
2020
Q3
$234K Buy
+3,895
New +$232K ﹤0.01% 1145

Other funds holding EQWL

Avantax Advisory Services's EQWL Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 17% in Q2 2025, buying an estimated $2.58M and bringing the position to 169,949 shares worth $18.7M. The position accounts for 0.1% of the portfolio, ranked #156.

Avantax Advisory Services first reported a position in EQWL in Q3 2020 and has held it in 10 quarters since. 146 funds tracked by Wall St. Rank hold EQWL as of Q2 2025.

  • Avantax Advisory Services held 169,949 shares of Invesco S&P 100 Equal Weight ETF worth $18.7M as of Q2 2025.
  • Avantax Advisory Services bought 25,031 Invesco S&P 100 Equal Weight ETF shares in Q2 2025, an estimated $2.58M.
  • Invesco S&P 100 Equal Weight ETF made up 0.1% of Avantax Advisory Services's portfolio in Q2 2025, its #156 holding.
  • Avantax Advisory Services first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2020 and has held it in 10 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.